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The SMSF Adviser Show

Momentum Media

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The SMSF Adviser Show features insights from the leading experts in the SMSF industry and explores the biggest themes shaping the SMSF landscape today. Join us as we dive into the latest headlines and developments in the industry.
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SMSF News and Strategies Podcast Show

Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group

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The SMSF News and Strategy Podcast Show is a monthly podcast hosted by Chris Reed from Business Concepts Group (BCG). It includes discussions on all the latest news and issues around SMSF and Superannuation. The series provides information and education around the strategies now available to you and your SMSF and new strategies as they become available.
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sms

John Mathew

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short message service from the Word of God. “Wisdom is the principal thing; therefore get wisdom: and with all thy getting get understanding.” Proverbs 4:7
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Smsprofessorn

Smsprofessorn

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Jag hjälper i min podcast lyssnarna med analys och rådgivning kring kommunikation med andra människor. Fått ett sms du inte vet hur du ska svara på? Inlett en ny relation och undrar hur långsamt eller snabbt du ska svara? Hjälp med att analysera meddelandet från chefen? Smsprofessorn finns vid din sida.
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SM's Voice

Shah Masood

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In this podcast you would listen SM talking about : Books, stories , language learning , personal growth and many more interesting topics . Bookishmasood@gmail.com
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SMSummitIRL

SMSummitIRL

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Social Media Summit Ireland will take place on 11th - 12th April 2017 in Dublin, Ireland. You can buy your tickets at www.socialmediasummit.ie The Summit will bring together leading Social Media Professionals both nationally and internationally to highlight the importance of incorporating social media into your marketing strategy and demonstrate how it can add real value to your business in terms of both revenue and business growth.
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The SMShow

Shauntae Smith

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“The SMShow” is a place to motivate, inspire and encourage people regardless of background, economic status, or present realities. I will share the wisdom I’ve gained through my experiences and answer the questions on HOW to thrive as a woman, author, entrepreneur and minister.
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receive sms online

receive sms online

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The best application to receive anonymous online messages with phone numbers is Receive sms online, there will be many different phone numbers you can choose the one you like.
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SMS Marketing

Sheikh Irfan

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SMS marketing has been around for a while and has proven to be an effective means of reaching customers. It is a marketing strategy that enables businesses to communicate with their customers through the use of their mobile phones. Our Website:- https://www.smsala.com
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The Bhash SMS Review

Bhash SMS Review

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Bhash SMS is a complete SMS marketing solution that lets you create, manage, and track campaigns. You can create SMS campaigns to promote your products and services, as well as send follow-ups to your existing contacts.
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SMS Service

John Lime

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Bulk SMS service is a mass messaging system that allows businesses and organizations to send text messages to large groups of people at once. The messages are sent via an SMS gateway to a database of phone numbers, enabling businesses to reach their audience quickly and effectively. The main advantage of bulk SMS is its high open rate, which is often over 98%. This makes it an effective and cost-efficient marketing tool for promoting products, services, and events, as well as for keeping cus ...
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SMSF Strategy Series: Superannuation | Fund Structure | Estate Planning | Gearing | Family Super Fund | Tax Planning

Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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The SMSF Strategy series is hosted by Chris Reed from Business Concepts Group (BCG). The eight-part podcast series covers key areas involved in having a Self Managed Super Fund including Fund Structure, property investing, Gearing, the family super Fund, Tax planning and Estate Planning. SMSF’s are becoming more and more popular but many Funds operate at a basic level. This series looks at helping trustees take their SMSFs to the next level and maximise the benefits of the SMSF. Chris also h ...
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show series
 
In this episode of the SMSF Adviser Show, host Keith Ford is joined by Michael Wilczynski, co-owner of SMSF Property Valuations, to discuss the ins and outs of getting a property valuation that SMSF members can rely on. Wilczynski explains why this process is vital, especially given the complexities involved in valuing unique properties or those wi…
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This week, Tayyaba Rahman is in the studio discussing her upcoming event, the Future Forward Speaker Series, presented by North Star Mutual School of Business. Tayyaba comes from Pakistan and is pursuing her Master of Business Administration at SMSU. The event occurs on Monday, April 15, from 3-5 pm in the SMSU Conference Center! RSVP for this free…
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Next week, the SMSU Theatre Program presents “An Inspector Calls.” Director Nadine Schmidt chose this show because it's a classic detective story that fits this year's theme: Timeless and Timeliness. Senior Theatre Major Colton Jensen plays Eric Birling, a member of the family called on by Inspector Goole. Colton touches on how he prepared for the …
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In this episode of the SMSF Adviser Show, host Keith Ford is joined by Eleece Quilliam, Client Development Manager at Macquarie’s Banking and Financial Services group, to discuss the key learnings for advisers from the Macquarie Virtual Adviser Network Global Innovation Program. Quilliam shares insights and practical recommendations from some of th…
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In this episode, we discussed the ATO focus on illegal early access of super, as well as SMSF documentation and disputes. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialistโดย Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group
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This Week, Dr. Ken Murphy joins us to discuss the upcoming solar eclipse on April 8, 2024. In preparation for that, the planetarium at SMSU is putting on a show this weekend. Tickets are sold at the door for five dollars, and SMSU students get free admission. Dr. Murphy discusses the significance of this solar eclipse and provides “need to know” in…
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In this episode of the SMSF Adviser Show, host Keith Ford is joined by Stuart Wilton, co-head – unlisted funds at Centuria, to discuss commercial property investments. Wilton explains the benefits of including commercial property investments within an SMSF portfolio, as well as some of the barriers that need to be considered when investing in the a…
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This week, Dr. John Ginocchio is preparing for guest artist Tom Scott, who will perform with the SMSU Jazz Ensemble and area high schools. This activity is funded in part with a grant from the Southwest Minnesota Arts Council made possible by an appropriation from the Minnesota State Legislature with money from the State's general fund. Tom will ho…
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In this episode of the SMSF Adviser Show, host Keith Ford is joined by Arthur Naoumidis, CEO of the Aligned Disability Property Fund, to discuss investing in NDIS housing. Naoumidis explains why the NDIS provides rent subsidies for disabled Australians and how SMSF members can invest to generate competitive returns and provide a social good. Listen…
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We’re back after Spring break with SMSU Student Body President Sam Lund. Sam goes over his journey at SMSU, recapping what led him to choose SMSU, how he dealt with online learning through the pandemic, and how important it is to be involved on campus. Sam also goes over what he’s been up to the past few weeks and the great opportunities that have …
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In this episode of the SMSF Adviser Show, host Keith Ford is joined by Yianni Socratous, general manager of Granite Home Loans, to discuss property investment through an SMSF. Socratous explains the different ways that SMSF members can invest in property and what to consider when developing a strategy that fits the specific goals and circumstances …
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There are so many amazingly successful women in the finance industry, but only a small number have a strong brand and online presence in this traditionally male-dominated industry. As we celebrate International Women’s Day, we want to help more women raise their profile and showcase the incredible professionals in this space. In this episode, partn…
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In this special two-part episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by a selection of prominent industry members at the SMSF Association National Conference. In part two, Scott Hay-Bartlem, chair of the SMSF Association and a partner at Cooper Grace Ward, joins to discuss the importance of bringing together the SMS…
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This week we call up SMSU alumni Wokil Bam who earned a degree in environmental science and chemistry and a minor in biology from SMSU in 2012. Since then he’s been busy studying and researching earning his master's from LSU in 2015 and his Phd in 2021. Since June 2023, Wokil has worked with Woods Hole Oceanographic Institution (WHOI) as a postdoct…
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In this episode, we discussed the contribution cap indexation, the new $3m tax, and how SMSF’s are helping women close the super gap. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialistโดย Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group
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In this special two-part episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by a selection of prominent industry members at the SMSF Association National Conference. In part one, Justin Micale, assistant commissioner, self managed super funds risk and strategy at the ATO, joins to discuss the Tax Office’s illegal early acc…
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On this week’s episode, Vickie Abel gives us an in-depth look into what challenges SMSU students face and how Accessibility Services helps give them the best opportunity to succeed. Vickie is also the coordinator for the Mustang Market which helps provide basic living items ranging from food to hygiene products. If you would like to donate to the M…
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This week we are joined by Karalyn Closs and Cameron Peterson, students enrolled in the culinology program at SMSU. The on-campus restaurant, “The Mustang Kitchen”, is preparing to open its doors every Tuesday this semester with their first night of service being February 20. Service will run 5:30 pm to 8:00 pm with the last order going in at 7:30 …
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In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Matthew Burgess, director of View Legal, to discuss the broader importance of trusts. Mr Burgess explains why, despite their perception as vehicle for the wealthy to minimise tax, trusts are a cornerstone of financial planning, providing flexibility, asset prote…
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On this week’s episode, Dr. Rieppel lets us in on a “grand” update for the music department at SMSU. This past fall the department gained possession of a baby grand piano through funding from the SMSU Foundation. On February 12, The Southwest Minnesota State University Music Program presents “Pairs and Doublings” a dedication recital for the new ba…
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SMSU will host the 12th annual Ag Bowl Scholarship Invitational this week. The event is spearheaded by the SMSU Ag Club, with Hannah Myers and Madison Douvier coordinating the day's events. On Friday over 1,300 high school FFA students will compete in a wide variety of FFA competitions, along with a chance to receive scholarships from SMSU. The eve…
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In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Shelley Banton, head of education at ASF Audits, to discuss the issues impacting SMSF auditors. Ms Banton explains why the class action raised against auditors involved in the Melissa Caddick case should not be seen as a black mark against all within the sector,…
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With Tropical Night taking place Angela Lee, Director of Alumni Relations and Outreach, is on to talk about what is happening for the Alumni returning to campus. Angela also goes over what’s happening at the new “Elizabeth Lockwood Alumni Center” and the changes happening.โดย Southwest Minnesota State University
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As the second half of the school year gets underway financial aid is something high school seniors should be aware of. There have been quite a few changes that have been made to the application process and Director of Financial Aid, Natasha Boe goes over what those changes are and some of the misconceptions that surround financial aid. If you have …
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In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Daniel Butler, director of DBA Lawyers, to discuss the state of play regarding non-arm’s length expenses and income (NALE/I) as we move into 2024. Mr Butler explains why the legislation continues to be a contentious issue, including where the problems lie, what …
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We kick off the new year by discussing the Mustang Pathway Program with Jeet Sausen, Associate Director of the program. She talked about how the program started and the success it has generated for SMSU. The Mustang Pathway is the only program of its kind in the state, across both public and private higher education. The program serves historically…
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In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn get out their crystal balls and take a look at what 2024 has in store for the SMSF sector. On the back of a busy year for SMSF professionals that included a host of changes across a wide range of areas, the expectation is for more of the same as consultations and proposed gov…
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In today's episode, the VP for Government Relations, Communication & Marketing, Bill Mulso goes over his history at SMSU as he retires after working at the university for 35 years. Marcy talks with Bill about some of their best memories as students along with going over SMSU's most monumental changes throughout the years.…
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In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn reflect on the major issues and changes in the SMSF sector throughout 2023, including regulatory measures that have been finalised and more that were announced. This year was a big year for SMSF professionals as the government announced shake-ups in a number of areas, with th…
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On this today's episode, the Director of Choral Activities, Music Education, and Music Theory at SMSU, Stephen Kingsbury, goes over the upcoming trip to Prague and Vienna the SMSU Chorale will be taking over Christmas break. For more information on how to get involved with the SMSU Chorale and other vocal groups at SMSU contact Dr. Kingsbury throug…
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In this episode, we discussed The new NALE rules, related party LRBA’s and a year end wrap up. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialistโดย Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group
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On today's episode, Associate Professor of Biology Alyssa Anderson and Associate Professor of Exercise Science Mostafa Hehazy give an update on the 18th Annual Undergraduate Research Conference which took place on November 29th in the campus of SMSU. Anderson and Hezahy tell us a little bit more about their role as co-organizers of the events and t…
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In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn discuss the possible pathway for advisers to enter the industry through super funds and progressing from limited advice to fully licensed advisers. On the back of Financial Services Minister Stephen Jones floating the idea that non-relevant providers working in super funds co…
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On today's episode, Communications and Marketing Office Graduate Assistants, Juliana Villa and Jennifer Aguilar give us an update on their responsibilities as content strategists for SMSU social media channels. Juliana, a native from Colombia, and Jenny a native from Minnesota, talk to us about their roles, challenges they faced, and how they come …
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Following the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space. In this episode, we chat to Rebecca Warren, executive general manager of small-business banking at CommBank, about how she navigated a historically male-dominated industry over her 20-year career and why she belie…
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On this week’s episode, the Director of Bands at SMSU, John Ginocchio, gives us an update on the upcoming schedule of music events heading into winter break. Dr. Ginocchio tells us a little more about the different concerts and events taking place in the upcoming weeks. There are three concerts in November, on the 16th, the 20th, and the 30th. Comi…
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Following the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space. In this episode, we chat to Suzanne Wood, state general manager residential broker Victoria/Tasmania at Westpac Group (and state chair of the Women of Westpac employee advocacy group), about how she climbed the ca…
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In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Peter Burgess, chief executive officer at the SMSF Association, to break down the regulatory landscape for SMSFs. Mr Burgess explains the SMSF Association’s position on division 296 – the government’s proposed $3 million super tax – including where the major iss…
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Charlotte Wahle, director of admissions, was our guest for the KMHL Campus Update on these week's episode. Wahle, spoke to us about new programs that can help students with tuition costs for those who qualify. She also discussed the Southwest Guarantee, the North Star Promise Scholarship, and other SMSU scholarships available for current and new st…
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On today's episode, SMSU Director of International Student Services and Global Studies, MayLee Moua-Vue, gives us an update on the upcoming International Education Week starting on Monday, November 13, 2023. Moua-Vue also talks about her role as director of the CIE, the current international student population, and the different opportunities SMSU …
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Ahead of the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space. In this episode, we chat to Anjali Crossette, manager of motor operations at non-bank lender Liberty, about breaking barriers and misconceptions about car finance and why she believes the industry needs to showcase…
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In this episode of the SMSF Adviser Show, host Keith Ford is joined by Andrew McVeigh, managing partner at Remara, to discuss private credit. Mr McVeigh explains the ins and outs of private credit, including what SMSF members need to know and how the asset class can bring value to a member’s portfolio. Listen as they discuss: The different types of…
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In this episode, we discussed the Death Benefit Nominations and the taxation of super death benefits. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialistโดย Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group
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Ahead of the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space. In this episode, host Maja Garaca Djurdjevic is joined by Olympian and financial adviser at HLB Mann Judd, Sarah Carli, to discuss how she made her way from the track to financial advice. Ms Carli, who competed in …
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Theatre Professor and director, Sheila Tabaka, and student actor for the role of Jo March, Bryn Mongeau, give us an overview of the play Little Women. They speak on the novel the play was based on and what they’ve enjoyed about bringing this beloved story of the March sisters to the SMSU main stage. Sheila covers the costuming challenges of a Civil…
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In this episode of the SMSF Adviser Show, host Keith Ford is joined by Olivia McArdle, head of payment and deposits, and Duncan Booth, strategic account manager at Macquarie Bank, to discuss the importance of cash flow. Ms McArdle and Mr Booth explain why cash is key to effectively managing your SMSF and achieve your investment objectives, as well …
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Ahead of the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space. Deslie Taylor, principal at Mortgage Choice Ormeau in Queensland, is one of the top brokers in the country, having settled over $1 billion in loans in her 16-year career and taken home numerous awards including Mor…
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On this week's episode, Southwest Minnesota Orchestra (SMO) music director, Dr. Daniel Rieppel, and Kris Gruhot, cellist and a member of the SMO board give us an update on their upcoming concert schedule and information. The opening concert for the Orchestra season is on Sunday, October 22, and will feature music by Composers who faced adversity. T…
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In this episode of the SMSF Adviser Show, host Keith Ford is joined by Tanya Hoshek, Executive General Manager – National Distribution at La Trobe Financial, to discuss SMSF lending. Ms Hoshek gives a breakdown of the current environment for SMSF investors and the impact of these conditions on the broader economy, including the property market. Lis…
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